Skip to content Business Process Automation Services for Growing Companies
We design marketing automation solutions, CRM workflows, and AI‑powered systems that remove the busywork — so you can focus on clients, sales, and growth.
Trusted by consultants, restaurants, and contractors across Vancouver.
The problem
Leads keep slipping without proper CRM and sales automation.
Manual follow‑ups and quotes eat time — you need email and SMS automation services.
Reporting is guesswork without clean workflow automation for small businesses.
Too many apps, none talking to each other.
The solution
We connect the dots. With our automation consulting services, your systems finally work together — from first click to closed sale. Seamless, automatic, and stress‑free.
Your Business, On Autopilot ✨
Every inquiry lands in your CRM with lead generation automation.
Your calendar fills itself via smart custom API integrations.
DMs and comments handled 24/7 by social media automation tools.
Real‑time dashboards powered by AI‑powered automation solutions.
Here’s What We Set Up For You
Complete workflow automation for small businesses tailored to your stack.
Done‑for‑you email and SMS automation services (follow‑ups, reminders, sequences).
Plug‑and‑play marketing automation solutions for nurturing and funnels.
Seamless custom API integrations so your apps finally talk.
Hands‑on automation consulting services, documentation, and team training.
KPI dashboards, weekly reporting, and error‑proof monitoring.
Automation Packages
- Discovery audit & blueprint (single pipeline)
- Up to 3 workflows (e.g., web lead → CRM → email)
- Basic email/SMS sequences (2–3 touchpoints)
- 1 lightweight chatbot (site or GBM FAQs/lead capture)
- Core integrations (forms, CRM, calendar)
- Error alerts (email) & monthly report
- Support SLA: email support, monthly check-ins
- End-to-end blueprint across marketing + sales
- Up to 7 workflows (multi-step nurture, handoffs)
- Email/SMS journeys (5–7 touchpoints + branching)
- Chatbot + lead qualifier (routing to calendar/CRM)
- Call capture & missed-call text-backs (where supported)
- Custom KPIs dashboard (leads, stages, revenue)
- Error alerts (email + Slack) & monthly report
- Support SLA: email + Slack, monthly optimization
- Multi-pipeline blueprint (marketing, sales, ops)
- 15+ workflows incl. handoffs & fail-safes
- Advanced journeys (conditional logic, reactivation, win-back)
- AI add-ons: lead scoring, reply classification, summaries
- Chatbot + Callbot (inbound/outbound use cases)
- Role-based dashboards, executive weekly snapshot
- Error monitoring & auto-retries + monthly report
- Monthly strategy call (review & action plan)
- Support SLA: priority support + weekly checks
Automation Add-Ons
- Verified sender & templates
- Inbox + automation flows
- Instant replies & keywords
- Intent routing
- After-hours FAQs
- Lead capture → CRM
- Auto SMS on missed calls
- Callback link
- Menu options
- Hours & fallback
- Fair lead distribution
- OOO handling
- Touch-within-X alerts
- Manager escalation
- Team availability
- No-show rebooking
- Email/SMS drips
- Coupon logic
- Reactivation journeys
- Conditional triggers
- Request & track
- Auto-respond rules
- Codes & rewards
- Attribution
- Stamps/points
- Auto updates
- Firmographics
- Scoring & routing
- Clean CRM records
- Auto-merge
- Auto-tag campaigns
- Source consistency
- CRM ⇄ Sheets/Email
- Health checks
- Leads & revenue
- By channel
- Fit & intent
- Hot-lane routing
- “Book/Demo/Price”
- Smart routing
- Notes to CRM
- Sentiment
- SPF/DKIM/DMARC
- Warm-up plan
- Opt-in/opt-out
- Policy sync
- Leads & errors
- VIP pings
- Auto-requeue
- Notifies ops
How We Build Your Automation System
Audit & Discover — Assess your tools and business process automation services needs.
Design — Plan workflows, including CRM and sales automation touchpoints.
Implement — Launch email/SMS automation and social media automation tools.
Support & Optimize — Ongoing automation consulting services to keep everything smooth.
Brands We’ve Supported
Built for Real Businesses Like Yours
Local knowledge, technical accuracy, and clear reporting — no fluff, just results.
Reliable custom API integrations with strong security.
Error handling and alerts so workflows never go silent.
Compliance‑friendly marketing automation solutions (CASL/GDPR safe).
Transparent dashboards that connect every click to outcomes.
Implementation Playbook
Every scenario, fallback, and owner documented — so your team can maintain workflows without guesswork.
We Only Take a Few Automation Clients Each Month
Lock in your spot today and get a free workflow audit.
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Get a Free Automation Audit
Map your current stack and bottlenecks.
Identify quick wins vs. high‑ROI builds.
Suggested KPIs and reporting cadence.
How long does a typical automation build take?
Do you work with the systems I already use?
Can you automate social media and DMs?
What happens if something breaks?
No‑Risk Promise
If we can’t identify at least 3 valuable automation wins, your audit is free.
Transparent pricing and documented workflows.
